Join Desjardins as an Operational Support Agent for Financial Services, enhancing account management through critical documentation and analysis tasks. Engage with clients while streamlining financial processes in this essential role.

In this role at Desjardins, you will provide vital support to account managers by performing essential operational tasks. Responsibilities include preparing and organizing client documentation, conducting profitability assessments, and managing line of credit monitoring. You will also handle updates to financial statements and ensure compliance with established standards and practices.

Key Responsibilities:
• Prepare detailed documentation for member meetings
• Conduct financial and profitability analyses




• Update and verify member financial records
• Process documents related to financial products
• Ensure compliance with filing and archiving standards

Requirements:
• Attestation of Collegial Studies or equivalent
• At least two years of relevant industry experience
• French language proficiency required
• Ability to analyze loan contracts and financial statements
• Service-oriented with solid interpersonal skills

Contribute your skills in financial operations and customer service at Desjardins.
#J-18808-Ljbffr

📌 Operational Support for Financial Services (Quebec City)
🏢 Desjardins Group
📍 Quebec City